See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,537 | $131,829+125.7% | $108,579+174.0% | $273,961+8.6% |
| Participation rate | 30.8% | 83.5%-52.7pp | 79.6%-48.8pp | 83.0%-52.2pp |
| Annual return | 2.80% | -91.57%+94.4pp | -51.70%+54.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,352 | $5,127-34.6% | $4,311-22.2% | $5,287-36.6% |
| Admin fee / account holder | $23,896 | $10,252+133.1% | $7,645+212.6% | $10,132+135.9% |